Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
ICICI Prudential - Contra Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
0.77%
6 Months
0.22%
0.72%
1 Year
−0.22%
7.26%
3 Years
10.30%
15.71%
5 Years
7.32%
16.27%
Since Inception
13.09%
18.01%
Fund Age
9 yrs 5 mo
7 yrs 11 mo
AUM
₹1,137.66 Cr
₹14,208.27 Cr
Alpha – 1 Year
0.13%
2.54%
Alpha – 3 Years
1.30%
3.62%
Information Ratio – 3 Years
0.24
0.79
Volatility – 1 Year
15.66%
16.69%
Volatility – 3 Years
13.99%
15.09%
Beta – 1 Year
0.91
0.95
Beta – 3 Years
0.93
0.95
Sharpe Ratio – 1 Year
-0.28
0.18
Sharpe Ratio – 3 Years
0.40
0.70
Worst Rolling Year
-24.48%
12.54%
Value at Worst Rolling Year
₹0.76 Cr
₹1.13 Cr
Deepest Drawdown
−68.16%
−18.56%
Recovery Period
122 days
241 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 68% · M 7% · S 24%
Number of Stocks
25
42
Portfolio P/E
36.65
25.76
Top 5 Holdings
Cash & Cash Equivalent · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%